Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,211 | $169,336+52.5% | $129,384+99.6% | $145,884+77.0% |
| Participation rate | 19.0% | 76.5%-57.4pp | 69.6%-50.6pp | 80.3%-61.3pp |
| Annual return | 22.49% | 14408.70%-14386.2pp | 9461.77%-9439.3pp | 551.85%-529.4pp |
| Employer contribution / active EE | $251 | $5,540-95.5% | $4,153-94.0% | $4,662-94.6% |
| Participant deferral / active EE | $1,510 | $4,985-69.7% | $4,166-63.8% | $6,690-77.4% |
| Admin fee / account holder | $1,811 | $9,912-81.7% | $7,686-76.4% | $13,392-86.5% |